Broadcom QJul25- Semiconductor revenue up 9% q/q a

2025.09.05 13:04

Broadcom QJul25

- Semiconductor revenue up 9% q/q and 26% y/y to $9.2B; 67% GM and 57% OPM

- AI semi revenue up 18% q/q and 68% y/y to $5.2B+: 10 straight quarters q/q growth; Will grow again in QOct; $800M incremental q/q AI revenue

- New & 4th XPU customer $10B XPU order for AI racks; deliveries to start and end in 3QF26; this was not counted before in ’26 forecast

Source: Sravan Kundojjala

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